CIK: 0001842787
申告総資産額
$3.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 14.45% | — | +1.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.85% | -0.88% | +1.35% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 11.77% | -0.11% | +1.63% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.65% | -2.08% | +7.11% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.14% | — | -1.49% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 5.84% | -0.08% | +1.38% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.50% | -1.23% | +6.56% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.55% | -0.26% | +3.94% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.77% | -0.23% | +2.87% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.57% | +3.44% | +1.04% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.01% | -0.11% | +2.83% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.62% | -0.29% | +0.07% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.43% | +6.36% | +13.98% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.79% | -1.89% | +3.48% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.53% | -0.12% | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.32% | -0.04% | -1.63% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.31% | -0.18% | +11.34% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -2.09% | — | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | -0.02% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | -0.04% | — | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | +0.04% | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.43% | -0.03% | -1.49% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | — | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.36% | — | — | |
| 25 | AON | Aon plc | 株式-金融 | 0.32% | -0.02% | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | -0.01% | — | |
| 27 | SPLKCHF | Splunk INC | 株式-その他 | 0.26% | — | — | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.19% | +0.01% | — | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.18% | -0.02% | — | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | -0.03% | — | |
| 32 | EXC | Exelon CORP | 株式-公益事業 | 0.16% | — | — | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.15% | -0.01% | — | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | — | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.12% | — | — | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.12% | -0.02% | — | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.12% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.02% | — | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.11% | -0.02% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.10% | — | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | — | -3.53% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | +0.12% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.01% | — | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.10% | — | — | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.09% | — | -3.18% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.09% | — | — | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.09% | — | — | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.09% | -0.03% | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | -0.02% | — | |
| 50 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.08% | — | — |